Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,842
New
Increased
Reduced
Closed

Top Buys

1 +$5.35B
2 +$2.38B
3 +$758M
4
UPS icon
United Parcel Service
UPS
+$685M
5
BABA icon
Alibaba
BABA
+$566M

Top Sells

1 +$1.41B
2 +$1.17B
3 +$638M
4
QCOM icon
Qualcomm
QCOM
+$599M
5
AMAT icon
Applied Materials
AMAT
+$515M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.49%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$826K ﹤0.01%
18,228
+7,837
3877
$825K ﹤0.01%
270,486
+52,886
3878
$823K ﹤0.01%
29,394
-134,368
3879
$822K ﹤0.01%
94,131
+80,758
3880
$822K ﹤0.01%
37,440
+18,198
3881
$821K ﹤0.01%
35,818
+11,662
3882
$820K ﹤0.01%
51,927
-13,761
3883
$819K ﹤0.01%
101,499
-106,235
3884
$818K ﹤0.01%
30,105
+593
3885
$818K ﹤0.01%
22,328
-45,396
3886
$815K ﹤0.01%
17,368
-800
3887
$814K ﹤0.01%
23,425
-1,837
3888
$814K ﹤0.01%
128,255
+63,758
3889
$814K ﹤0.01%
52,145
+47,781
3890
$813K ﹤0.01%
44,990
+12,683
3891
$812K ﹤0.01%
40,234
+2,744
3892
$811K ﹤0.01%
55,362
+14,118
3893
$808K ﹤0.01%
21,843
+4,582
3894
$808K ﹤0.01%
49,477
-1,865
3895
$806K ﹤0.01%
56,279
-14,238
3896
$805K ﹤0.01%
51,897
-50,859
3897
$805K ﹤0.01%
24,203
-9,438
3898
$802K ﹤0.01%
16,479
-4,900
3899
$801K ﹤0.01%
454,586
-258,009
3900
$801K ﹤0.01%
21,837
+412